See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $12,587 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL CORP Service code 55 · EIN 95-2834236 | Other Commissions | $11,097 |
HUNNEX AND SHOEMAKER, INC.7 years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $4,133 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES Service code 55 | Other Commissions | $1,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,737 | $61,272-48.2% | $149,673-78.8% | $71,457-55.6% |
| Participation rate | 69.5% | 62.5%+7.0pp | 78.8%-9.2pp | 67.9%+1.6pp |
| Annual return | 18.19% | 35.85%-17.7pp | 134.42%-116.2pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,267 | $2,378-46.7% | $4,818-73.7% | $2,588-51.0% |
| Participant deferral / active EE | $4,085 | $2,917+40.0% | $5,680-28.1% | $4,289-4.8% |
| Admin fee / account holder | $72 | $1,261-94.3% | $13,210-99.5% | $1,587-95.5% |